Marketing audits

How to engage fee-earners in the M&BD planning process?

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. Delegates were from law and accounting firms with a variety of reasons for attending: a new role or Read More

2023-08-01T08:54:34+01:00August 1, 2023|Kim's Blog, Marketing, Strategy|

Be more strategic – A metaphor: Analyse, join and align the dots

At the start of March, there was an online PM Forum workshop on “Being more strategic”. Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Below is a summary of the key themes Read More

2023-03-06T11:22:47+00:00March 6, 2023|Kim's Blog, Marketing, Strategy|

Be more strategic – PESTLE, Positioning and Plans

At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. Many were attached to specific practice groups and some had firm-wide roles. This post picks up on some of the emerging themes and shares the delegate polls as an Read More

2022-12-22T15:49:06+00:00December 22, 2022|Kim's Blog, Marketing, Statistics and trends, Strategy|

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. The three modules looked at M&BD fundamentals, the journey through the M&BD planning process and Read More

2022-07-11T15:19:38+01:00July 11, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Marketing and Business Development Planning in a Nutshell: Benefits, Audits and Goals (November 2021)

I recently had the pleasure of leading an intensive half day digital workshop on “Marketing and Business Development Planning in a Nutshell” for the Professional Marketing Forum. The poll results and discussion points are shown below for the delegates who represented firms in law, accountancy, engineering and economics consultancy from Read More

2021-11-15T11:11:56+00:00November 15, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|
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